# Richard M Neiter > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/15984 ## Record - **Judge:** Richard M Neiter - **Year:** 2011 - **Report type:** Annual - **Pages:** 8 ## Text IRA #1 — VII - Header Schwab Money Market — Int/Div Oppenheimer Intl Bond (OIBAX) — Int/Div — Sold TR Price Emg Bond (PREMX) — Int/Div — Buy (add'l) Alpme Int] Real Estate (EGLRX) — None — Buy Alpme Int] Real Estate (EGLRX) — Sold Gateway Cls Y (GTEYX) — None — Sold BlackRock Global Alloc (MALOX) — Int/Div PIMCO All Asset Fd Inst Class (PAALX) — None — Sold Lazard Emg Mkts nts (LZEMX) — Int/Div — Sold (part) Muhlenkamp Fund (MUHLX) — None — Sold MFS Global Eg (MWEIX) — Sold Nuveen Tradwinds Global All C INWGRX) — Int/Div — Buy (add'l) Osterweis Fund (OSTFX) — Int/Div Vanguard Inflation Protected Sec (VIPSX) — Sold SPDR Barclay Cap Cv (CWB) — Int/Div — Buy SPDR Barclay Cap Cv (CWB) — Sold (part) SPDR Barclay Cap Cv (CWB) — Sold JPMorgan Research (JPMNX) — Int/Div — Buy Merger Fund (MERFX) — Int/Div — Buy Neuberger Berman Eq Inc (NBHAX) — Int/Div — Buy PIMCO Uncons Bond (PFIUX) — Int/Div — Buy PIMCO Uncons Bond (PFIUX) — Sold (part) PIMCO All Asset All Aut (PAUIX) — Int/Div — Buy PIMCO Global Mult: (PGAIX) — Int/Div — Buy Schwab Fund Lg Co (SFLNX) — Int/Div — Buy Vanguard S/T Corp (VFSTX) — Int/Div — Buy Vanguard S/T Corp (VFSTX) — Sold (part) Wasatch Emg Mkt Sm (WAEMX) — Int/Div — Buy IRA #2 — V1i--header Schwab One MM — Int/Div IRA 43 (SEP) — VII - Header Schwab One MM — Int/Div PIMCO All Asset Fund Institutional (PAAIX) — Int/Div Trust #1 — VII - Header Schwab Money Market — Int/Div IRA #5 — VII - Header Schwab One MM (Checking) — Int/Div Trust #1 — -header US Bank — Int/Div lmnovative Microtech (common stock) — None Private Bank of California (common stock) — None Rental Property-Los Angeles County, Ca — Rent Partial interest in homeowners association — None Principal Financial whole life insurance — None — VIII Lincoln National Life Insurance Co (guaranteed whole life) — None — VIII AXA Equitable life ins. (universal life ins.) — None — VIII S10. Co-trustee, Trust #1 Co-trustee, Life Insurance Trust #2 Agreement — 1997 — Employment agreement with ST&G for deferred compensation upon termmating my shareholder terest mn 2001 and retirement in 2006. See Part VIII Spouse's income — 2011 — self employed art dealer Part 11, item 1. My employment agreement with ST&G entitles me, as a former shareholder, to a sum that was fixed upon the termination of my shareholder status in 4/01 and my retirement in 2/06. The amount paid, however, is adjusted annually (and paid monthly) and is calculated as a fraction, the numerator of which is the amount due to me, the denominator of which is the sum due to all retired shareholders who are entitled to dererred compenastion, times a senior sharehoder’s compensation in the preceding year, Part VIL, item policy is owned by life insurance trust #2, Part VII, item 47 business. Part VII, item 48, jomt and survivor life insurance policy; owned by irrevocable trust; trustee is Richard Rosman, esq. Part VII, item 49, universal life insurance policy; | am the insured; policy is owned by life insurance trust #2., --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15984. Public record. Not legal advice.